+71.0%
UBER vs EOG
+111.0%
-40.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.2% |
| 7D | -7.0% | -1.3% | -5.7% | -6.7% |
| 30D | -8.9% | +3.4% | -12.3% | -9.9% |
| 3M | +1.0% | +7.8% | -6.8% | -1.9% |
| 6M | -3.7% | +13.4% | -17.1% | -8.6% |
| YTD | -13.0% | +43.5% | -56.5% | -23.9% |
| 1Y | -25.5% | +29.7% | -55.2% | -32.8% |
| 3Y | +50.5% | +23.2% | +27.3% | +35.1% |
| 5Y | +76.2% | +176.4% | -100.3% | +9.6% |
| All | +71.0% | +111.0% | -40.0% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EOG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling